MC/OC Division of Labor on Maintenance Coordination + Workflows
The following document explains the division of labor + workflows for maintenance-related work between the OC and the MC.
Overview
Purpose:
Ensure clean handoff, clear ownership, and consistent communication between the Maintenance Coordinator (MC) and Operations Coordinator (OC) for all maintenance-related tasks.
Applies To:
- Maintenance requests
- Make-readies
- Vendor bills and payments
- Emergency and non-emergency work orders
- Weekend coverage and reporting
Simplified Explanation:
- MC handles all work orders received Sunday 5pm through Friday 5pm.
- OC handles emergencies received Friday 5pm through Sunday 5pm.
- OC handles initial troubleshooting + vendor assignment for emergencies. OC only acknowledges receipt on nonemergencies and leaves them to be picked up by the MC on the following Monday.
- MC takes over on all work orders starting 8am on Monday.
- OC does not touch any maintenance work Monday through Friday.
Weekday Workflow (Mon–Fri)
Owner: MC (Fred Fornilos)
Schedule: MC handles items received from 5pm Sunday through Friday 5pm.
Steps:
- Monitor all incoming maintenance requests via AppFolio, info@, leasing@, and phone.
- Respond to tenants and vendors directly.
- Schedule vendors, troubleshoot issues, and manage progress.
- Forward any vendor invoices to LC/OC for payment processing.
- Support LC on utilities/photos for makereadies.
- Update property notes in AppFolio upon completion.
Notes:
- OC does not handle any maintenance during these days.
- If MC is unavailable (PTO or holiday), management will assign backup coverage on a case-by-case basis.
- MC leaves all pre-existing work orders as-is on Friday at 5pm, and picks up the work again on Monday 8am. OC does not touch those pre-existing work orders over the weekend.
Weekend Workflow (Sat–Sun)
Owner: OC (Paulo Dela Peña)
Channels to Monitor:
- info@treatyoakproperties.com
- leasing@treatyoakproperties.com
- AppFolio work orders
- Grasshopper / Google Voice
Schedule:
- OC handles all items received after 5pm on Friday through 5pm on Sunday.
Steps:
A. Emergency Work Orders
- When an emergency comes in (fire, gas, flood, blood), call the tenant immediately.
- Conduct initial troubleshooting; if needed, assign a vendor directly.
- CC the MC on all emails and include a short summary of actions taken.
- Track progress through AppFolio and ensure vendor acknowledgment.
- Add all emergency actions to the Sunday report (see section 5).
B. Non-Emergency Work Orders
- Acknowledge receipt with tenant (email or call).
- Inform tenant that the MC will handle their request on Monday.
- CC the MC on all correspondence.
- Include the item in the Sunday report.
- Do not assign vendors unless it becomes an emergency.
- Allow MC to fully take over on all work orders when they return on Monday.
C. Weekend Bill Payments
- Process vendor invoices as directed by MC or LC.
- Confirm payment status and file confirmation email in shared folder or AppFolio.
Sunday Handoff Report
Each Sunday at ~5pm, OC will send a report to the MC of any items that the MC needs to take over + actions taken on work orders.
Recipient: MC + APM
Timing: Before signing off each Sunday
Report Must Include:
- List of all work orders received (emergency + non-emergency)
- Tenant name, property address, and brief issue summary
- Actions taken (troubleshooting, vendor assigned, communication sent)
- Status of each ticket (resolved, pending vendor, pending MC)
Monday Morning Handoff
Owner: MC
Steps:
- Review OC’s Sunday report and AppFolio tickets. Take over on all work orders.
- Contact tenants and vendors for follow-up or scheduling.
- Update AppFolio status notes accordingly.
- Close out completed work orders and confirm all vendor payments have been forwarded to LC/OC.
Communication & Escalation Rules
Purpose: Ensure all maintenance communication routes correctly and no requests are missed.
Rules:
- All maintenance emails: OC to CC the MC on all maintenance communications over the weekend.
- All emergency actions: OC must CC MC immediately and summarize in Sunday report.
- All vendor contacts: Include MC on email or note in AppFolio.
- Weekend tenant calls: OC must return call, troubleshoot, and email tenant confirmation.
- If vendor unreachable: Escalate to Property Manager.
- After-hours Friday: OC assumes responsibility when he signs on Saturday 8am.
- Monday 8am: All active tickets revert fully to MC. OC takes them off their radar completely and allows MC to manage the work orders to completion.